The Perfect Retirement Solution
The Perfect Retirement Solution, also known as a Tax-Free Pension Alternative, Living Benefit Life Insurance and a Tax-Free IUL solves this wealth killer by eliminating taxes and penalties on withdrawals.
It has been called the perfect solution because:
- You don’t lose money when the markets go down, so you are never digging out of an investment hole.
- You share in market upside when the markets go up, subject to an annual market cap rate, currently 13% to 16%.
- You’ll earn a reasonable rate of return.
- Gains are locked in annually, so you never give back profits previously earned.
- Withdrawals are tax-free penalty free at any age for any reason.
Call Bruce E Cox CPA at 800-955-7898 for more information and an illustration.